Financial Performance Highlights - Macy's Inc's comparable owned-plus-licensed-plus-marketplace (O+L+M) sales increased by 3.2% compared to 3Q24[8, 44] - Adjusted diluted earnings per share (EPS) was $0.09[9, 10] - Net sales were $4.7 billion, a decrease of 0.6% compared to 3Q24, but increased by 2.9% excluding the impact of store closures[40] - Comparable owned sales increased by 2.5% compared to 3Q24[42] - Go-Forward business comparable O+L+M sales increased by 3.4% compared to 3Q24[46] Brand Performance - Macy's nameplate comparable O+L+M sales increased by 2.0% compared to 3Q24[14, 49] - Macy's Go-Forward business comparable O+L+M sales increased by 2.3% compared to 3Q24[14, 49] - Bloomingdale's comparable O+L+M sales increased by 9.0% compared to 3Q24[17, 49] - Bluemercury comparable owned sales increased by 1.1% compared to 3Q24[24, 49] Operational Improvements - Inventory increased by 0.7% compared to 3Q24[29, 50] - Order-to-ship days improved by 11.3%[29, 30] Guidance - The company expects FY25 comparable O+L+M sales to be approximately flat to +0.5% vs FY24 and adjusted diluted EPS to be $2.00 to $2.20[62]

RAPIDe-3 Study Design and Demographics - The RAPIDe-3 study was a double-blind crossover trial evaluating deucrictibant IR 20 mg versus placebo for HAE attacks[17] - The efficacy analyses were based on 88 paired attacks[19] - The study enrolled 134 participants, including 10 adolescents (7.5%) and 124 adults (92.5%)[20] - The median age of participants was 38 years, and 56.7% were female[23] Efficacy Endpoints - Deucrictibant significantly reduced the time to onset of symptom relief to 1.28 hours compared to placebo (p < 0.0001)[35] - Deucrictibant significantly reduced the time to End of Progression (EoP) to 17.47 minutes compared to placebo (p < 0.0001)[38] - Deucrictibant significantly reduced the time to substantial symptom relief by PGI-C to 2.85 hours compared to placebo (p < 0.0001)[42] - Deucrictibant significantly reduced the time to substantial symptom relief by PGI-S to 2.41 hours compared to placebo (p < 0.0001)[47] - Deucrictibant significantly reduced the time to complete symptom resolution to 11.95 hours compared to placebo (p < 0.0001)[51] Treatment and Safety - 83% of attacks were treated with a single capsule of deucrictibant[54] - 93.2% of attacks were treated without rescue medication with deucrictibant versus 63.6% with placebo[54]

Financial Performance - Diluted EPS from continuing operations was $1.20, and adjusted diluted EPS from continuing operations was $1.21[8] - Dollar Tree segment gross margin expanded by 40 bps to 35.8%[9] - Adjusted operating margin contracted 30 bps to 7.3%[9] Sales and Comparable Store Sales - Dollar Tree's comparable store sales increased by 4.2%, driven by a 4.5% increase in average ticket and a 0.3% decrease in traffic[9] - Consumables comparable sales grew by 3.5%, while discretionary comparable sales grew by 4.8%[9] - Discretionary mix increased by 40 bps to 50.5%[9] Real Estate and Store Conversions - The company opened 106 new Dollar Tree stores, ending the quarter with 9,269 open stores[9] - 1,744 multi-price 3.0 format store conversions were completed year-to-date, remaining on track to reach the full-year target of 2,000[9] - 55 Family Dollar combo store conversions to full Dollar Tree stores were completed[9] Balance Sheet and Cash Flow - Inventory decreased by 5% year-over-year, a reduction of $143 million, while sales increased by 9.4%[9] - Year-to-date free cash flow from continuing operations was $88 million, and cash and cash equivalents at quarter-end totaled $595 million[9] - The company repurchased 4.1 million shares in Q3 for $399 million including excise tax, and an additional 1.7 million shares were purchased subsequent to quarter-end for $176 million[9] - Year-to-date, 16.7 million shares were repurchased for $1.5 billion at an average price of $90 per share, representing 8% of shares outstanding at the beginning of the year[9] Updated Outlook for Fiscal Year 2025 - Dollar Tree sales are projected to be between $19.35 billion and $19.45 billion[33] - Comparable sales for Dollar Tree are expected to increase by 5.0% to 5.5%[33] - Adjusted diluted earnings per share are projected to be between $5.60 and $5.80[33]

HOPE-3 Trial Overview - The HOPE-3 Phase 3 trial met both the primary endpoint (PUL v20) and the key secondary cardiac endpoint (LVEF), achieving statistical significance with p=003 and p=004 respectively[27] - Statistical significance was achieved in all type 1 error controlled secondary endpoints[27] - The trial involved 106 patients randomized 1:1 to Deramiocel or placebo[13, 14] - The study population consisted of late-ambulatory patients with DMD and 10MWR > 10 seconds[15] Safety Profile - In the Placebo group, 827% (43/52) experienced any Treatment Emergent Adverse Events (TEAEs), while in the Deramiocel group, 943% (50/53) experienced any TEAEs[18] - TEAEs related to the Investigational Product (IP) or administration procedure were reported in 365% (19/52) of the placebo group and 830% (44/53) of the Deramiocel group[18] - Serious TEAEs occurred in 96% (5/52) of the placebo group and 19% (1/53) of the Deramiocel group[18] Deramiocel Potential - Deramiocel is a potential first-in-class therapy designed to treat DMD skeletal and cardiomyopathy[27] - The company plans to submit a response to the Complete Response Letter incorporating HOPE-3 data, following prior alignment with the FDA[27]

Financial Performance & Growth - Clover Health achieved Adjusted EBITDA profitability in 2025 and anticipates GAAP Net income in FY26[9, 25] - The company experienced a +33% year-over-year increase in Medicare Advantage (MA) membership[9] - Clover Health's Insurance revenue grew by +39% year-over-year in 3Q YTD[26] - Adjusted SG&A as a percentage of total revenues improved by 370 bps year-over-year in 3Q YTD[23] Clover Assistant & Clinical Outcomes - Clover Assistant is correlated with ~36 months earlier diagnosis & treatment for diabetes on average[18] - Clover Assistant is correlated with ~18 months earlier diagnosis of Chronic Kidney Disease (CKD) stage 3 & higher on average[18] - Clover Assistant is correlated with 18% lower all-cause hospitalizations & 25% lower 30-day readmissions for Congestive Heart Failure (CHF)[18] Market Positioning & Strategy - Clover Health is targeting a ~$500 billion market with >35 million seniors in Medicare Advantage (MA)[9] - The company's PPO-first approach covers 97% of its membership[9] - Clover Health's Medicare Advantage PPO plans received a score of 472 out of 5 Stars on HEDIS Measures for Star Rating Year 2026[51]

L'Oréal USA Overview - L'Oréal USA is the 1 beauty manufacturer in the U S [8, 23] - L'Oréal USA represents 27% of subsidiary sales in the North America zone [9] - Over 75% of L'Oréal USA's units are produced in North America [10] - L'Oréal USA has experienced 7X growth since 1995 [15] Market Position and Growth - L'Oréal has a 16% share of market (SOM) in the total beauty market, which is more than 2X larger than the 2 competitor [24] - The U S is the 1 beauty market in size and growth worldwide, accounting for 27% of the global market with a +5% change [38, 39] - L'Oréal is accelerating faster than the market, gaining major momentum with a +5% increase in Q3 [50, 52] Category Performance - L'Oréal's haircare is growing 3X the market rate [56] - In makeup, all of L'Oréal's CPD brands are outperforming the market year-to-date [64] - L'Oréal has a 34% share of market in mass makeup [73] Channel Strategy - E-commerce accounts for 26% of L'Oréal's business and is accelerating at +2X the market rate year-to-date [92] - B&M (Brick and Mortar) remains a priority, representing 65% of the total market [98]

Claim 5 Achievements (2020-2024) - Hugo Boss surpassed its original €4 billion sales target in 2023, two years ahead of plan[16] - Sales CAGR from 2020 to 2024 was +22%[17] - The company almost doubled sales with licenses, from approximately €60 million in 2020 to approximately €110 million in 2024, representing a +14% CAGR[53] - Online sales more than doubled, growing from approximately €04 billion in 2020 to approximately €08 billion in 2024, with a CAGR of approximately 25%[70] - US sales almost tripled since 2020, increasing from approximately €02 billion to approximately €07 billion[74] Focus on Excellence (Claim 5 Touchdown) - The company is prioritizing excellence with efficiency within Claim 5 Touchdown[103] - Marketing investments will be maintained at approximately 7% of sales[119, 360] - The company aims to reduce style complexity in BOSS Menswear by -20% by 2028 compared to 2024, and by -25% compared to 2020[216] - The company is targeting inventory reduction toward 20% of sales[217, 304, 385] Financial Ambition - The company is targeting normalized capital expenditure at a level of 3% – 4% of sales[304, 383] - The company is aiming for annual Free Cash Flow (FCF) of approximately €300 million, excluding IFRS 16, and approximately €500 million including IFRS 16[322, 387]

Q3 Fiscal 2026 Financial Results December 2, 2025 Forward Looking Statements and Non-GAAP Information This presentation contains forward-looking statements regarding our products, business and operations, including but not limited to our views relating to our future period financial and business results, our opportunity relating to hyperscale and AI environments, our ability to meet hyperscalers' performance, price and other requirements, our ability to expand with our current hyperscale customer and to lan ...

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Financial Performance - CrowdStrike's Q3 FY2026 ending annual recurring revenue (ARR) reached $4.92 billion, a 23% year-over-year increase[8] - Net new ARR for Q3 FY2026 was $265 million, representing a 73% year-over-year growth[8] - The company achieved a record operating income of $265 million in Q3 FY2026[8] - Q3 FY2026 diluted earnings per share (EPS) was $0.96[8] - Free cash flow for Q3 FY2026 was $296 million, with a free cash flow margin of 24%[8] Platform Adoption - Module adoption rates among subscription customers are increasing, with 49% adopting 6+ modules, 34% adopting 7+ modules, and 24% adopting 8+ modules[19] Market Opportunity - CrowdStrike estimates the cybersecurity total addressable market (TAM) to be $140 billion in CY2026 and $300 billion in CY2030[12, 14] Guidance - The company projects total revenue for Q4 FY2026 to be between $1.29 billion and $1.3 billion[32] - Non-GAAP income from operations for Q4 FY2026 is projected to be between $315.4 million and $319.4 million[32] - Full year FY2026 total revenue is expected to be between $4.7966 billion and $4.8066 billion[32]